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Consultant David Chappell has released a Microsoft-sponsored paper that provides a glimpse into the view for enterprises in the cloud platforms.
The paper describes what the cloud platform is saying, "this kind of platform lets developers write applications that run in the cloud, or use services provided from the cloud, or both." It provides the context for Microsoft Software Plus Sevices (S+S) by explaining the rationale for what an operating system provides: a foundation, infrastructure services, and application services. And how a cloud platform applications compare with on-premises applications. He explains how the two application types work in concert with each other.
In addition, he breaks down each of the pieces that are needed for a complete cloud platform, including storage, identity, search, mapping, and integration.
For more information, see A Short Introduction to Cloud Platforms: An Enterprise View.